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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,781 | $141,004+79.3% | $112,273+125.1% | $139,466+81.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.71% | 32.75%-17.0pp | 30.23%-14.5pp | 373.66%-358.0pp |
| Employer contribution / active EE | $2,849 | $4,285-33.5% | $3,431-17.0% | $4,754-40.1% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,409-100.0% |